How a digital marketing agency doubled reporting speed with Aliveo AI
This boutique agency equips its strategists with Aliveo AI workflows that automate reporting, surface optimizations, and keep client answers at their fingertips.
Aliveo Customer Success TeamAgency Enablement Partner
A boutique digital marketing agency serves mid-market and enterprise clients. Their specialists pride themselves on deep, data-backed storytelling—but sourcing and analyzing that data consumed the bulk of their week.
Clients expect rapid answers and bespoke reporting, yet the team was spending evenings assembling slides instead of preparing for the next strategic conversation.
The hidden tax of being truly data-driven
Every strategist maintained a unique reporting style to match their clients. That meant manually stitching data and insights together, often late at night before a client presentation.
Because reporting took so long, proactive opportunity-hunting often slipped. Teams were forced to choose between building insights or managing the daily flurry of client questions.
Automations that feel like an extra strategist on the team
Aliveo AI collaborated with the agency to construct workflows focused on two high-leverage areas: custom reporting and campaign management. Instructions were written in plain language, then refined until every strategist felt the output matched their voice.
Data from ad platforms, CRMs, and first-party datasets now flow directly into Aliveo AI summaries. Benchmark comparisons are packaged with contextual insights, giving strategists a head start on client conversations.
- Automated report skeletons pre-populate metrics, charts, and commentary.
- Campaign health checks highlight budget, bid, and creative moves to consider.
- A conversational data assistant handles ad-hoc client questions in minutes.
Clients feel the difference
Reports now take half the time to prepare, and strategists stay in control with the ability to edit copy before presenting it to clients.
Campaign monitoring runs daily instead of weekly, uncovering optimization opportunities that were previously missed or discovered much later.
"Aliveo gives every strategist leverage. The automation sets the table so we can focus on the narrative and the relationship."
- Head of Paid Media, Digital Marketing Agency
What the team highlights internally
- Strategists reclaim hours each week to focus on client strategy and experimentation.
- Benchmarks and alerts are centralized, so the team responds to performance shifts faster.
- Deliverables go out polished and on-brand without sacrificing speed.